Bigin by Zoho CRM + RD Station
Create pipeline records in Bigin by Zoho CRM for new opportunities in RD Station
Keep your sales pipeline updated at all times with this workflow. When a new opportunity arises in RD Station, a corresponding pipeline record is instantly created in Bigin by Zoho CRM. This process not only eliminates the need for manual data entry but also ensures your team has the latest information at their fingertips. Enhance your operational efficiency and stay on top of every opportunity with this seamless workflow.
Keep your sales pipeline updated at all times with this workflow. When a new opportunity arises in RD Station, a corresponding pipeline record is instantly created in Bigin by Zoho CRM. This process not only eliminates the need for manual data entry but also ensures your team has the latest information at their fingertips. Enhance your operational efficiency and stay on top of every opportunity with this seamless workflow.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
OrganizationRequired
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